Ford Motor has put its gasoline and hybrid F-150 and F-Sequence Tremendous Obligation vans on the high of the manufacturing precedence line because it makes an attempt to get well from losses related to a fireplace at a crucial aluminum provider’s manufacturing unit.
The automaker’s all-electric F-150 Lightning didn’t make the listing.
Ford mentioned Thursday that meeting of the F-150 Lightning truck on the Rouge Electrical Car Heart in Dearborn, Michigan will stay paused. The explanation, in keeping with Ford: the gasoline and hybrid F-Sequence vans are extra worthwhile for Ford and use much less aluminum.
Whereas Ford has highlighted gross sales progress of its all-electric F-150 Lightning truck, these numbers are nonetheless dwarfed by its gas-powered F-Sequence vans.
Ford bought 10,005 F-150 Lightning pickups within the third quarter, a 39.7% improve year-over-year. To place that into context, Ford delivered 545,522 autos within the third quarter, 207,732 of which had been F-Sequence. So far, Ford has bought 23,034 F-150 Lightning vans in 2025, about 1% greater than the primary 9 months of 2024, according to recent sales data.
A Ford spokesperson famous that whereas F-150 is the best-selling electrical pickup within the U.S., the corporate is targeted on producing the gasoline and hybrid vans because it recovers from the September 16 fireplace at aluminum provider Novelis’ plant in Oswego, New York that severely broken its scorching mill. Novelis mentioned it expects to restart its hot mill by December 2025.
“We’ve good inventories of the F-150 Lightning and can deliver Rouge Electrical Car Heart (REVC) again up on the proper time, however don’t have an actual date right now,” mentioned spokesperson Ian Thibodeau.
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The Novelis plant fireplace has been pricey for Ford and disrupted manufacturing of a few of its hottest and worthwhile autos. The hearth will price Ford as much as $2 billion in earnings within the fourth quarter, the automaker reported Thursday in its third-quarter earnings. That price, coupled with as much as a $1 billion headwind from tariffs, led Ford to decrease its full-year revenue steering for 2025 to $6 billion from $6.5 billion.
Ford’s answer to get well fire-related losses is to extend F-Sequence manufacturing quantity by greater than 50,000 vans in 2026 by including a 3rd shift. The plan is anticipated to create as much as 1,000 new jobs and all hourly workers on the Rouge Electrical Car Heart will probably be transferred subsequent door to work the third shift on the Dearborn Truck Plant.
